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HUB Retirement and Wealth Management

Fort Lauderdale, Florida

Office Contact

 954-689-9484 – Main

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Office Address

1000 Corporate Drive
Suite 600
Fort Lauderdale, FL 33334

Hours of Operation:

Mon – Fri: 8:30 AM – 5:00 PM

Our Story

At HUB Retirement and Wealth Management – Fort Lauderdale, our team oriented approach starts by simply listening to learn more about you and what drives your financial goals. While taking a personalized approach to serious life matters we also never lose sight of how to make the process fun and lighten the burdens that may be weighing on you by helping pave a path to your future.

In doing so we integrate diverse financial specialties to create comprehensive asset management, wealth preservation, and risk management solutions for our clients, their heirs and the causes they support.

However, we believe the key is not what we do, but how we do it. That’s why so many clients have stayed with us for decades and generations, why we’ve earned a valuable name in the community, and why we love what we do.

After all, as our life experiences over the past 20, 30, even 40 years shaped our world, they also shaped our work for clients. We became multi-generational and capable of handling a myriad of client situations, more than many firms, while building upon the importance, determination, and humbleness we express in serving each and every one.

As our clients grow, we grow with them and would love to help you and your family every step of the way.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.